Does Zola Suite Have OCR Functionality?
Zola Suite makes it easy to extract text from data tables, documents, and handwriting from virtually any file type and surface through an AI-enabled OCR scan. This equips Zola Suite with the ability to scan information on street signs, car license plates, handwritten letters, and more while eliminating the need for manual entry.
Your documents will automatically be OCR'd upon being uploaded to the Documents section of any matter. From there, you will know that your document has been successfully indexed when the green check appears next to the document, as shown below:
Going forward, your documents should then be indexed which will allow you to do a search for your documents, not only off the file name of the document but also including the contents of the OCR'd document.
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
Zola Suite Support
If you are in need of any assistance or would like to submit feedback please contact our support team General Support Submit a Ticket from Zola Suite (Recommended) Submitting a ticket through the interface by clicking on the "?" icon in the top right ...
How Secure Is Zola Suite?
Caret's experienced security team employs state-of-the-art technology to detect, investigate, and stop threats before they can impact your firm’s operations. Here are just a few ways we keep your practice safe 24/7/365: External Security Audit We use ...
Does Zola Suite have a Client Portal?
Yes, we do have a secure client portal called Caseway. You can share Zola Suite Documents and Invoices with clients
What is my Zola Suite login/username?
Your Zola Suite username will be the email address your initial invite was sent to. To locate and edit the username click here.
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